AIM

Allen Investment Management Portfolio holdings

AUM $9B
1-Year Est. Return 27.2%
This Quarter Est. Return
1 Year Est. Return
+27.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.24B
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$36.7M
2
+$31.2M
3
+$30.2M
4
BUD icon
AB InBev
BUD
+$25.2M
5
SYY icon
Sysco
SYY
+$17.5M

Top Sells

1
+$47.5M
2
+$45.7M
3
+$13.5M
4
MCO icon
Moody's
MCO
+$13M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$12.5M

Sector Composition

1 Communication Services 19.29%
2 Healthcare 14.42%
3 Consumer Discretionary 12.57%
4 Financials 11.16%
5 Technology 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$321K 0.01%
1,600
152
$297K 0.01%
1,725
153
$293K 0.01%
12,354
154
$291K 0.01%
1,993
155
$291K 0.01%
+7,618
156
$272K 0.01%
2,741
-1,069
157
$259K 0.01%
1,000
158
$251K 0.01%
220
159
$249K 0.01%
1,003
160
$246K 0.01%
1,967
161
$239K 0.01%
1,458
162
$237K 0.01%
+5,500
163
$235K 0.01%
1,621
164
$227K 0.01%
4,228
-657
165
$213K 0.01%
1,732
-467
166
$200K 0.01%
11,227
-12,974
167
$187K 0.01%
19,692
-23,940
168
$187K 0.01%
13,805
-16,144
169
$95K ﹤0.01%
+12,300
170
– –
-4,428
171
– –
-4,797
172
– –
-34,243
173
– –
-14,096
174
– –
-30,179
175
– –
-35,239
5 6
7
8 9